Save time and work faster with new Maximizer accounts
This product has been withdrawn by the Manufacturer
from version 12.
Accounts links that integrate Maximizer with both QuickBooks and Sage
Line 50, two of the UKís most popular accounts packages for SMEs, are now
available from CABC The links allow sales staff to access up-to-date
customer account information on one screen without the need to run both
Maximizer CRM and QuickBooks or Sage Line 50 simultaneously.
Not only does this generate improved customer service but also delivers
better informed sales transactions through instant views of overdue
accounts, credit limits, outstanding balances and other core financial
information. Maximizer automatically merges your QuickBooks or Sage Line 50
customers and suppliers database into its address book. This allows users to
work from just one screen in a customerís record with easy access to
essential business information from within the CRM system.
Sales staff are able to create and modify invoices, quotes and supplier
purchase orders and save a complete history of transactions to the
customer's CRM record. They can also view a customerís account before
quoting on a new order, set up automated messages to customers when their
order ships and alert account managers when a customer with a pending sale
is put on credit hold.
To help ensure we can meet our clients needs, CABC are
now a QuickBooks Pro Advisor and can provide not only the link, but QuickBooks
software and support services.
CABC verdict: These links bring two leading accounts packages
directly into Maximizer for an even more complete view of the customer.
Interested? Both QuickBooks and Sage Line 50 accounts links are available
from us now, so call 01635 570970 to discuss your installation.